Cloudify ApS

Important: This plugin requires an active subscription to Cloudify’s WooCommerce-Xero integration service (https://www.cloudify.biz). A free trial is available.
Sync orders with Xero – Cloudify allows you to connect your WooCommerce store with Xero accounting software, enabling seamless synchronization of your data.
Features
<ul>
<li>Connect your WooCommerce store with Xero</li>
<li>Convert WooCommerce orders into Xero invoices or quotes</li>
<li>Find existing or create new customers inside Xero</li>
<li>Find existing or create new products inside Xero</li>
<li>Customizable data mapping</li>
<li>Subscription management</li>
</ul>
<h3>External Services</h3>
This plugin connects to several external services operated by Cloudify to provide Xero integration functionality:
Xero Integration Service (xero-integration.cloudify.biz)
<ul>
<li>Purpose: Facilitates the initial connection between your WooCommerce store and Xero accounting software</li>
<li>Data Sent: User email, username, user ID, and store URL when establishing the connection</li>
<li>When: Only after you explicitly click “I Agree — Set Up My Account” in the consent notice shown during plugin activation</li>
<li>Terms of Service: https://cloudify.biz/terms-and-conditions</li>
<li>Privacy Policy: https://www.cloudify.biz/privacy-policy/</li>
</ul>
WooCommerce-Xero Integration Dashboard (woocommerce-xero.cloudify.biz)
<ul>
<li>Purpose: Provides the management interface for integration settings, connection status, and subscription management</li>
<li>Data Sent: Store URL for loading the appropriate configuration interface</li>
<li>When: When accessing Settings, Xero Connection, or Subscription pages in the plugin</li>
<li>Terms of Service: https://cloudify.biz/terms-and-conditions</li>
<li>Privacy Policy: https://www.cloudify.biz/privacy-policy/</li>
</ul>
Plugin Management Service (pm.cloudify.biz)
<ul>
<li>Purpose: Handles plugin activation/deactivation tracking and connection status verification</li>
<li>Data Sent: Store URL for status checking and deactivation notifications</li>
<li>When: During plugin activation, deactivation, and when checking connection status</li>
<li>Terms of Service: https://cloudify.biz/terms-and-conditions</li>
<li>Privacy Policy: https://www.cloudify.biz/privacy-policy/</li>
</ul>
All external service communications are secured with HTTPS encryption. No sensitive data such as passwords or financial information is transmitted to these services.
<h3>Privacy Policy</h3>
This plugin transmits the following data to Cloudify’s servers:
<ul>
<li>Your WordPress admin email address</li>
<li>Your WordPress admin username</li>
<li>Your WordPress user ID</li>
<li>Your site/store URL</li>
</ul>
This data is used solely to authenticate your store with the Cloudify Xero integration service. Data is transmitted over HTTPS. No financial data, passwords, or customer personal data are transmitted by the plugin.
Full privacy policy: https://www.cloudify.biz/privacy-policy/

Sync orders with Xero – Cloudify

Seamlessly sync your WooCommerce store data with Xero accounting. Built by Cloudify.

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Xelation seamlessly synchronizes your WooCommerce orders with Xero in real-time.
Automatically sync invoices with Xero with your preferred account mappings for sales, shipping, payments & transaction fees across multiple stores, currencies & tax jurisdictions.
<h3>Features</h3>
Core features:
<ul>
<li>sync WooCommerce invoices with Xero as either Draft, Submitted, Authorised or Paid</li>
<li>map shipping costs to corresponding revenue account</li>
<li>map payments to corresponding bank account</li>
<li>set payments to automatically reconcile with the bank statement</li>
<li>map Stripe/PayPal transaction fees to preferred cost accounts (rendered as a separate purchase bill)</li>
<li>map tax rate to corresponding Xero tax rate across all tax jurisdictions</li>
<li>configure order status that triggers sync with Xero e.g. pending, processing, completed or combination thereof</li>
</ul>
Further features:
<ul>
<li>automatically sync incoming order items with Xero products & services</li>
<li>sync WooCommerce inventory with Xero inventory</li>
<li>sync customers details to Xero contacts</li>
<li>generate WooCommerce order note alongside order with deep link back to invoice in Xero</li>
<li>in the case of ‘pay later’ invoices; apply payments to pre-existing invoice in Xero</li>
<li>sync past orders; just let us know how far back you would like to go</li>
<li>map preferred tracking category to line item</li>
<li>map preferred branding theme template to invoice</li>
<li>append custom prefix to invoice number</li>
<li>…and much more!</li>
</ul>
<h3>The Pitch!</h3>
<ul>
<li>Free 14 day trial!</li>
<li>Start synching invoices in less than a minute!</li>
<li>Simply connect to Xero and configure your mappings</li>
</ul>
…then watch your invoices sail into Xero!
<h3>Typical Business Scenario</h3>
A typical client scenario is where:
<ul>
<li>a WooCommerce order needs to be rendered as a sales invoice in Xero with its line items and shipping costs mapped to the corresponding revenue accounts and tax rate in Xero</li>
<li>the transaction fee needs to be rendered as a purchase bill in the costs account e.g. COGS</li>
<li>the captured payment needs to be mapped to the corresponding bank account in Xero</li>
<li>the payment needs to be reconciled with the bank statement feed</li>
</ul>
You can also:
<ul>
<li>determine when WooCommerce orders are pushed to Xero i.e. Processing, Completed or Pending status</li>
<li>determine the status of Xero invoices i.e. Draft, Submitted, Authorised or Paid</li>
<li>set your preferred invoice prefix e.g. Web004567</li>
<li>deep link between your WooCommerce Order Notes and the generated Xero invoice in either direction allowing you to quickly toggle between the two platforms</li>
<li>enable the stock control feature which will automatically synchronize your WooCommerce inventory with the quantity to hand set in Xero</li>
</ul>
<h3>Use of 3rd Parties</h3>
Please note this plugin requires the use of 3rd party services:
<ul>
<li><a href="https://xero.com/" rel="nofollow ugc">Xero</a></li>
<li><a href="https://xelation.org/" rel="nofollow ugc">Xelation</a></li>
</ul>
By allowing access to Xero, you agree to the transfer of your data between Xero and Xelation in accordance with Xero’s <a href="https://www.xero.com/uk/legal/terms/" rel="nofollow ugc">terms of use</a> and Xelation’s <a href="https://xelation.org/terms" rel="nofollow ugc">terms of use</a> and <a href="https://xelation.org/privacy-policy" rel="nofollow ugc">privacy policy</a>.
You can disconnect Xero from the live Xelation service at any time by clicking the Disconnect from Xero button.
You can fully disconnect the Xelation app from Xero at any time under the Connected apps section of your Xero settings.
<h3>Requirements</h3>
<ul>
<li><a href="https://wordpress.org/plugins/woocommerce/" rel="ugc">WooCommerce plugin</a></li>
<li><a href="https://xero.com/" rel="nofollow ugc">Xero instance</a></li>
</ul>
<h3>De-activate Plugin</h3>
To de-activate the plugin:
<ol>
<li>Click the Disconnect from WooCoomerce button</li>
<li>De-activate the plugin</li>
</ol>
<h3>Uninstall</h3>
To completely uninstall the plugin:
<ol>
<li>Click the Disconnect from WooCoomerce button</li>
<li>De-activate the plugin</li>
<li>Manually remove Xelation webhooks under: WooCoomerce > Settings > Advanced > Webhooks</li>
<li>Manually remove Xelation API keys under: WooCoomerce > Settings > Advanced > REST API</li>
</ol>
<h3>Support</h3>
Please email us at info@xelation.org if you have any questions or need help.

Sync orders with Xero from WooCommerce – Xelation


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Automatically sync your WooCommerce orders with Xero along with payments, contacts & inventory.

Sync orders with Xero – Cloudify vs Sync orders with Xero from WooCommerce – Xelation